See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,889 | $99,020-25.4% | $86,590-14.7% | $147,584-49.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 6.41% | 1312.34%-1305.9pp | 964.84%-958.4pp | 578.55%-572.1pp |
| Employer contribution / active EE | $1,732 | $3,132-44.7% | $2,839-39.0% | $4,876-64.5% |
| Participant deferral / active EE | $6,929 | $3,972+74.4% | $3,609+92.0% | $5,439+27.4% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |